See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,271 | $35,986+137.0% | $77,482+10.1% | $73,488+16.0% |
| Participation rate | 25.4% | 40.8%-15.4pp | 54.2%-28.8pp | 70.7%-45.2pp |
| Annual return | 16.00% | 19.26%-3.3pp | 54.79%-38.8pp | 28.51%-12.5pp |
| Employer contribution / active EE | $424 | $557-24.0% | $986-57.1% | $2,270-81.3% |
| Participant deferral / active EE | $1,033 | $1,198-13.8% | $1,861-44.5% | $3,740-72.4% |
| Admin fee / account holder | $186 | $466-60.1% | $2,858-93.5% | $513-63.8% |